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Dakota Wealth Management’s Dynatrace DT Stock Holding History

Dakota Wealth Management’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$808K Buy
+18,409
New +$717K 0.02% 473
2025
Q3 		– Sell
-10,558
Closed -$583K – 689
2025
Q2 		$583K Sell
10,558
-600
-5% -$30.1K 0.01% 494
2025
Q1 		$526K Sell
11,158
-341
-3% -$18.7K 0.01% 498
2024
Q4 		$625K Sell
11,499
-1,424
-11% -$77.7K 0.01% 463
2024
Q3 		$691K Buy
12,923
+1,762
+16% +$83.9K 0.02% 442
2024
Q2 		$499K Hold
11,161
– – 0.01% 508
2024
Q1 		$518K Buy
11,161
+59
+0.5% +$3.07K 0.01% 495
2023
Q4 		$607K Sell
11,102
-32
-0.3% -$1.62K 0.02% 395
2023
Q3 		$520K Sell
11,134
-60
-0.5% -$2.95K 0.02% 396
2023
Q2 		$576K Sell
11,194
-125
-1% -$5.86K 0.03% 353
2023
Q1 		$479K Sell
11,319
-2,749
-20% -$111K 0.03% 372
2022
Q4 		$539K Buy
14,068
+634
+5% +$23K 0.04% 339
2022
Q3 		$467K Buy
13,434
+2,042
+18% +$78.9K 0.04% 346
2022
Q2 		$450K Buy
+11,392
New +$453K 0.04% 296

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dakota Wealth Management's DT Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Dynatrace (DT) in Q2 2026: 18,409 shares worth $808K. The stake represents 0.02% of the portfolio and ranks #473 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in DT as recently as Q2 2025.

Dakota Wealth Management first reported a position in DT in Q2 2022 and has held it in 14 quarters since. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Dakota Wealth Management held 18,409 shares of Dynatrace worth $808K as of Q2 2026.
  • Dynatrace was a new Dakota Wealth Management position in Q2 2026.
  • Dynatrace made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #473 holding.
  • Dakota Wealth Management first reported a position in Dynatrace in Q2 2022 and has held it in 14 quarters since.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.